WIA
Westbourne Investment Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,120
| Closed | -$203K | – | 94 |
|
|
2019
Q1 | $203K | Buy |
+1,120
| New | +$203K | 0.16% | 96 |
|
|
2017
Q2 | – | Sell |
-1,467
| Closed | -$286K | – | 105 |
|
|
2017
Q1 | $286K | Sell |
1,467
-1,280
| -47% | -$250K | 0.24% | 90 |
|
|
2016
Q4 | $511K | Sell |
2,747
-1,755
| -39% | -$326K | 0.45% | 60 |
|
|
2016
Q3 | $786K | Sell |
4,502
-506
| -10% | -$88.3K | 0.7% | 48 |
|
|
2016
Q2 | $760K | Sell |
5,008
-1,340
| -21% | -$203K | 0.69% | 46 |
|
|
2016
Q1 | $1.03M | Buy |
6,348
+55
| +0.9% | +$8.95K | 0.99% | 36 |
|
|
2015
Q4 | $938K | Buy |
6,293
+291
| +5% | +$43.4K | 0.91% | 39 |
|
|
2015
Q3 | $864K | Sell |
6,002
-1,465
| -20% | -$211K | 0.87% | 36 |
|
|
2015
Q2 | $1.27M | Buy |
+7,467
| New | +$1.27M | 1.16% | 28 |
|